ASSOCIATE DIRECTOR, PLANNED GIVING
Duties: Penn Medicine is one of the world's leading academic medical centers, dedicated to the related missions of medical education, biomedical research, and excellence in patient care. Penn Medicine consists of the Raymond and Ruth Perelman School of Medicine at the University of Pennsylvania (founded in 1765 as the nation's first medical school) and the University of Pennsylvania Health System, which together form a $6.7 billion enterprise.
The Perelman School of Medicine has been ranked among the top five medical schools in the United States for the past 20 years, according to U.S. News & World Report's survey of research oriented medical schools. The School is consistently among the nation's top recipients of funding from the National Institutes of Health, with $392 million awarded in the 2016 fiscal year.
The University of Pennsylvania Health System's patient care facilities include: The Hospital of the University of Pennsylvania and Penn Presbyterian Medical Center which are recognized as one of the nation's top Honor Roll hospitals by U.S. News & World Report Chester County Hospital; Lancaster General Health; Penn Wissahickon Hospice; and Pennsylvania Hospital, the nation's first hospital, founded in 1751. Additional affiliated inpatient care facilities and services throughout the Philadelphia region include Good Shepherd Penn Partners, a partnership between Good Shepherd Rehabilitation Network and Penn Medicine.
Penn Medicine is committed to improving lives and health through a variety of community-based programs and activities. In fiscal year 2016, Penn Medicine provided $393 million to benefit our community.
The Associate Director, Planned Giving works in collaboration with, and subject to the supervision of, the Senior Executive Director of Planned Giving to market, solicit, and manage planned gifts for the Perelman School of Medicine (PSOM) and the University of Pennsylvania Health System (UPHS). This includes gifts made through bequests and other deferred vehicles, complex assets and outright gifts with a focus on unrestricted term and unrestricted endowment designations. The Associate Director will support and enhance a proactive program of direct contact with alumni and patients on a national level and local level, as well as, contact with friends, faculty and other supporters.
1. Visit and communicate with (e.g. letters, phone calls, meetings, visits, events, etc.) planned giving prospects, alumni and grateful patient donors as well as with their legal, tax and financial advisors when applicable to cultivate, solicit, close and steward planned gifts.
2. Develop planned giving strategies to help PMDAR colleagues identify planned gift prospects within their portfolios of Perelman School of Medicine alumni and help advance and close planned and outright gifts to the school.
3. Work with the Senior Executive Director on planned gifts for UPHS grateful patients with specific emphasis on working with prospects and donors identified through the MarketSmart platform for the Abramson Cancer Center (ACC).
4. Work with PMDAR colleagues to provide planned giving component to active reunion program encouraging increased class participation and Medical Legacy Circle membership.
5. Work with PSOM and UPHS annual fund colleagues to incorporate a planned giving component into appropriate communication and solicitation cycles including supporting the Endow Your Annual Fund program.
6. Enhance the planned giving content on the Office of Planned Giving website (with technical support of PMDAR's Digital Media team) so the website reflects current legislative content and respond to online requests for planned giving information.
7. Develop planned giving prospect pipeline through responses to marketing program postcards; respond to requests for planned giving illustrations and information.
8. Work with Senior Executive Director, Planned Giving to identify new Medical Legacy Circle members each fiscal year.
9. Coordinate stewardship activities with planned gift donors, including Medical Legacy Circle and Harrison Society annual luncheon.
10. Record planned giving donor activity in ATLAS and document planned gift expectancies and receipts; arrange for the acknowledgement of planned gifts.
11. Prepare planned giving illustrations using PGCalc software and customized bequest language.
12. Participate in and attend events and conferences (both local and national) as requested.
13. Implement other initiatives as the opportunities present themselves; perform all other duties as assigned.
Qualifications: A Bachelor's Degree and 3 years to 5 years of experience or equivalent combination of education and experience is required.
1. Three to five years of progressive fundraising experience in major gifts and/or planned giving required. Experience with healthcare fundraising is desirable but not required.
2. Advanced degree/certification in law or business is desirable but not required.
3. Desire to master the intricacies of planned giving required. Knowledge of tax implications of charitable giving including federal income, estate and gift taxes desirable but not required.
4. Strong oral and written communication skills and fluency with a range of computer applications. Demonstrated computer and office technology skills and aptitude for learning new software where appropriate. Must be comfortable with database management systems.
5. Proven organizational and interpersonal skills to work closely with development colleagues as part of dynamic team providing services to internal and external constituencies.
6. Self-motivated with ability to consistently meet goals and deadlines; juggle multiple responsibilities simultaneously is required; and exercise sound judgment in working with sensitivity information and diverse constituencies.
7. Enthusiasm and a high level of energy and flexibility are required. Ability and willingness to travel nationally and locally is required as is a valid driver's license for this position. Evening/Weekend work as needed.
8. Ability to lift up to 25 pounds.
Reference Number: 90-29593
Salary Grade: 027
Employment Type: Exempt
Org: Penn Medicine Development
Special Requirements: Background check required after a conditional job offer is made. Consideration of the background check will be tailored to the requirements of the job.
Job Family: F-Development/Fundraising/Marketing